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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,923 | $65,034-0.2% | $90,970-28.6% | $79,856-18.7% |
| Participation rate | 51.8% | 61.6%-9.8pp | 69.0%-17.2pp | 69.6%-17.9pp |
| Annual return | 14.59% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $342 | $1,247-72.6% | $2,122-83.9% | $2,471-86.2% |
| Participant deferral / active EE | $2,679 | $2,512+6.6% | $3,373-20.6% | $3,741-28.4% |
| Admin fee / account holder | $7,344 | $4,536+61.9% | $5,961+23.2% | $5,306+38.4% |